FLDAX Mutual Fund

FLDAX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
-0.88%
3 Months
-0.61%
6 Months
-0.25%
YTD
-0.34%
1 Year
+0.40%
3 Years (annualized)
+4.65%
5 Years (annualized)
+2.30%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government & Credit Index(^BUSGEGCI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+0.50%
vs Peers
-0.84%

FLDAX Mutual Fund Performance

FLDAX performance across multiple time periods: 1-month -0.88%, YTD -0.34%, 1-year 0.40%, 3-year 4.65%, 5-year 2.30%, 10-year 2.21%.

FLDAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

FLDAX vs another fund shows side-by-side returns. FLDAX alternatives are available in the Mutual Fund Screener.